July 2016

Byrossitcmsadmins

The Ross CRM (Constituent Relationship Management) Implementation Team has been busy formulating a project roadmap, finalizing the RFP (Request for Proposal), and has begun working with Procurement on the purchase of the following products identified by Sierra Cedar to meet the needs of Ross.

  • Salesforce CRM Sales Cloud
  • Salesforce Marketing Cloud and Social Studio
  • Salesforce Communities
  • a robust event management tool
  • an online form builder to collect information
  • a gmail integration component for viewing and editing CRM data from your inbox
  • an extract, transform and load (ETL) data integration tool
  • a data backup solution

We continue to work with our implementation partner, Sierra Cedar, to formulate a roadmap for delivering the tools listed above to all Ross units. We are also working on a data governance structure to outline the expectations, structure, and design of the Ross Salesforce org.

After meeting with all of the units and weighing the priorities with Sierra Cedar, there were some hard contractual deadlines that we are up against with some of the existing CRM systems. This influenced our decision to begin our project by migrating Ross Marketing and Communications off of their current CRM, RightNow Technologies (RNT), onto Salesforce. After the data migration and testing are complete in Salesforce CRM, we will begin piloting email campaigns using the Marketing Cloud.

Once we have finalized our contract with Salesforce, we will schedule a formal kick-off meeting. We are aiming for September 2016 and an invitation will be sent to this same distribution list.

Similar Posts

  • December 2016

    Byrossitcmsadmins

    Strategy Governance Group We are pleased to announce that a Strategy Governance group has been formulated for the Ross Insight initiative. This team is responsible for governance around data, CRM implementations and budget recommendations. It represents the 5 major disciplines: Admissions Academics Development/Alumni Executive Education Marketing & Communications This team has been working on a…

  • April 2018

    Byrossitcmsadmins

    Engagement Scores As of April 30, we have rolled out Engagement Scores to Ross Insight. Each contact in Ross Insight will have an “engagement score” which quantifies how much interaction they have had with the Ross School of Business. All programs will have access to Engagement Scores. Engagement Scores are based on email interactions, activities…

  • September 2016

    Byrossitcmsadmins

    Ross Marketing and Communications update The Ross Marketing and Communications team provides recruitment marketing services and analytics for several departments here at Ross. This means that with this department going first, we will be touching on a lot of data mapping upfront, which is good news for the rest of you! A lot of data…

  • October 2016

    Byrossitcmsadmins

    Ross Insight The winner of the Name the Salesforce Initiative is Cheryl Bullister, Administrative Coordinator/Project Coordinator for the MAcc Program In case you didn’t make it to the meeting, the Ross IT project implementation team unveiled the new Ross CRM website (a link will be provided on iMpact for easy access). This is where you can view details about the project like: Our 2…

  • September 2017

    Byrossitcmsadmins

    Admissions The project team held discovery meetings for MSCM, MM, Global MBA, and Executive MBA for the Salesforce implementation. The next steps for the project team will be to complete data integration with Collegenet (our application vendor) in order to make in-progress applicant data available to salesforce.  Then, the team will conduct the EMBA Act!…

  • June 2018

    Byrossitcmsadmins

    Executive Education Executive Education is live in Ross Insight as of June 4. We migrated their Act! data into Ross Insight and integrated their course registration tool, Flatbridge. We are currently completing post-data migration cleanup as well as final adjustments to the Flatbridge integration. Next on the Roadmap We are resuming discovery and requirements collection…